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Heather Long

Chief economist at Navy Federal Credit Union who provides analysis of labor markets, monetary policy, and macroeconomic risks during the episode.

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23 snips
Nov 7, 2025 • 25min

Consumer sentiment hits three-year low

Heather Long, Chief Economist at Navy Federal Credit Union, analyzes the troubling drop in consumer sentiment to its lowest level in three years, revealing that this decline is felt widely—except among the wealthiest Americans. Carla Javier shares insights from the University of Michigan survey, highlighting how economic mood reflects a K-shaped recovery. Meanwhile, Henry App discusses the pressures on higher education, with colleges closing satellite campuses due to dwindling enrollment and rising costs. It's a deep dive into the interconnected challenges facing consumers and institutions.
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Nov 7, 2025 • 25min

Consumer sentiment hits three-year low

Heather Long, Chief economist at Navy Federal Credit Union, sheds light on macroeconomic risks and the current labor market. Carla Javier discusses alarming declines in consumer sentiment, highlighting a K-shaped trend among different demographics. Small business owner Ariel Bonkoski shares how the demand for her foraging classes has shifted post-COVID. Lastly, Henry App reveals how colleges are closing satellite campuses due to declining enrollments and the rise of online programs, reflecting significant changes in education.
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Sep 30, 2025 • 37min

Eight months into Trump 2.0, the economy is great for the top 10% and meh for everyone else

Heather Long, Chief Economist at Navy Federal Credit Union and former Washington Post correspondent, discusses the current economic landscape under Trump's second term. She highlights a K-shaped recovery where the wealthy flourish, while middle-income families struggle. Long delves into the uncertain impact of tariffs and inflation on household budgets. She also shares insights on AI's disruption to the job market, emphasizing the risks for new graduates. The conversation underscores the fragility of economic growth relying on the top tier.

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